Account Coordinator - Commercial Risk

Overview

This position is responsible for coordinating the internal service process for assigned middle-market, general business commercial property and casualty clients in a new, industry-changing brokerage

Location: Remote – This position is open to candidates residing anywhere within the United States.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

What You’ll Be Responsible For:

• Prepare and review client communications and deliverables.

• Independently manage endorsement process.

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking and MVRs.)

• Manage certificate of insurance process.

• Prepare, process and distribute endorsements and invoices.

• Monitor and resolve billing discrepancies and perform reconciliations.

• Execute consistent and accurate data and information entry and maintenance in Navigator, our platform.

• Execute consistent and accurate database and document management processes and workflows.

• Coordinate and own the renewal process for successful, timely execution.

• Assist in the preparation and distribution of client deliverables.

• Work closely with Account Managers and Account Executives coordinating day-to-day service needs.

• Perform other duties and special projects as assigned.